TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.34B
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,246
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$5.13M
3
+$3.49M
4
AAPL icon
Apple
AAPL
+$3.45M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.3M

Top Sells

1
+$5.63M
2
+$3.92M
3
+$3.68M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.15M
5
CHTR icon
Charter Communications
CHTR
+$2.76M

Sector Composition

1 Technology 10.5%
2 Financials 8.03%
3 Healthcare 7.29%
4 Communication Services 4.99%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$777K 0.03%
26,632
+11,598
352
$774K 0.03%
20,633
+700
353
$768K 0.03%
13,922
+4,731
354
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2,603
+415
355
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13,935
+2,604
356
$762K 0.03%
16,332
+7,205
357
$761K 0.03%
4,288
-426
358
$750K 0.03%
14,740
+718
359
$736K 0.03%
11,132
-3
360
$734K 0.03%
17,440
-302
361
$724K 0.03%
11,442
+48
362
$721K 0.03%
21,640
-1,919
363
$714K 0.03%
7,301
-679
364
$707K 0.03%
32,646
-280
365
$706K 0.03%
98,390
366
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22,543
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367
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3,186
-3,086
368
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20,906
+454
369
$691K 0.03%
26,609
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370
$683K 0.03%
38,159
-2,946
371
$683K 0.03%
2,579
-476
372
$682K 0.03%
7,393
-97
373
$681K 0.03%
16,049
-1,540
374
$678K 0.03%
9,971
+1,968
375
$672K 0.03%
4,196
-857
13 14
15
16 17